+65.5%
VZ vs XYZ
+657.6%
-592.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.6% | -2.8% | +0.7% |
| 7D | +2.2% | +14.9% | -12.7% | +1.8% |
| 30D | +10.6% | +14.7% | -4.1% | +10.1% |
| 3M | -0.6% | +12.1% | -12.7% | -1.0% |
| 6M | +0.7% | +18.3% | -17.6% | +0.1% |
| YTD | +20.6% | +36.1% | -15.4% | +19.1% |
| 1Y | +22.7% | +35.3% | -12.6% | +21.1% |
| 3Y | +57.2% | +73.5% | -16.2% | +51.5% |
| 5Y | +21.4% | -61.6% | +83.0% | +20.9% |
| 10Y | +65.5% | +638.0% | -572.5% | +40.3% |
| All | +65.5% | +657.6% | -592.1% | +40.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded XYZ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling